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KENOL KOBIL .... 2012
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VituVingiSana
#2331 Posted : Thursday, December 13, 2012 10:20:12 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
the deal wrote:
By July-August we could be talking of an interim dividend, what this years loss will be hiding is the amount of organic growth & lessons the mngmnt have gone through...At 14.75 KK is cheaper than most firms at the NSE...An EPS of 2.50-2.75 for FY 2013 pushes the PE to 5.3-5.9 and a Gross DY of 8.4% assuming a DPS of 1.25...Eish the monkey should tank!
You mean a dividend for FY 2013? There will be no dividend for FY 2012. I think the DPS of 1.25 is too high even in 2013 but probably lower to shore up the cash position IF KK is still KK & not Puma ;-)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#2332 Posted : Thursday, December 13, 2012 10:36:52 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Waiting for foreigners action soon since the bids and asks are empty for now. Also watching 13.50/- handle which is what is trading at the moment. Support has been hoovering here since the first huge selloff from 16/-
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#2333 Posted : Thursday, December 13, 2012 11:01:02 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
I'm extremely shocked that we are not yet at the bottom of the 10% limit! People are lucky to sell..

There is even a possible arbitrage position where a long term investor sells their shares at 13.30 now and re buys at 10bob next week!

And it may be too late because from the looks of things demand has left the building!! Sad
Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Thursday, December 13, 2012 11:06 AM | Reason: Not specified
VituVingiSana
#2334 Posted : Thursday, December 13, 2012 11:07:17 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mwekez@ji wrote:
Damn 10% barricade!!!

Yes! I told my broker to be ready but there is no official announcement so it is 'stuck' at 13.30! I would not mind another 10% drop!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#2335 Posted : Thursday, December 13, 2012 11:14:51 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mwekez@ji wrote:
Damn 10% barricade!!!

Yes! I told my broker to be ready but there is no official announcement so it is 'stuck' at 13.30 and I would not mind another 10% drop!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#2336 Posted : Thursday, December 13, 2012 11:15:24 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Maybe Segman is deliberately not making an official announcement so that the fall in the share price is managed and gives some guys a chance to exit at a higher price! smile
Mark 12:29
Deuteronomy 4:16
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the deal
#2337 Posted : Thursday, December 13, 2012 11:21:31 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
the deal wrote:
By July-August we could be talking of an interim dividend, what this years loss will be hiding is the amount of organic growth & lessons the mngmnt have gone through...At 14.75 KK is cheaper than most firms at the NSE...An EPS of 2.50-2.75 for FY 2013 pushes the PE to 5.3-5.9 and a Gross DY of 8.4% assuming a DPS of 1.25...Eish the monkey should tank!
You mean a dividend for FY 2013? There will be no dividend for FY 2012. I think the DPS of 1.25 is too high even in 2013 but probably lower to shore up the cash position IF KK is still KK & not Puma ;-)

For FY 2013...to arrive at a DPS of 1.25 I assumed a 50% payout ratio on an EPS of 2.5 for FY 2013. ..I expect CAPEX over the next 2-3 years to be lower than the last to 3-5 years hence more dividends to shareholders.
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omega
#2338 Posted : Thursday, December 13, 2012 11:24:49 AM
Rank: Member

Joined: 6/9/2009
Posts: 85
Total bid is zero with a supply of 960k @13.30.

I managed to sell only 12k @14.50. I was hoping to sell half of my KK portfolio. I'll be on the buy side if it goes below 12.
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S.Mutaga III
#2339 Posted : Thursday, December 13, 2012 11:49:27 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
4 billion hedging loss,loss of market share to total,pullout of puma and cases with KPC...This counter is a risky buy above ksh 9...
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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VituVingiSana
#2340 Posted : Thursday, December 13, 2012 11:55:24 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
guru267 wrote:
Maybe Segman is deliberately not making an official announcement so that the fall in the share price is managed and gives some guys a chance to exit at a higher price! smile
Huh? How? The buyers (unless they are 'desperate' to buy) can always wait it out. And would they not have exited much earlier BEFORE the sub-standard story?
Finally, Segman reports to the 'real' owners [the biwott & friends] who can't sell their 60% without the CMA breathing down their necks.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Thursday, December 13, 2012 11:56 AM | Reason: Not specified
259 Pages«<232233234235236>»
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